- Provide financial advice to clients on investment products such as mutual funds, equities, bonds, and other securities.
- Manage client relationships by identifying their financial goals and developing personalized investment strategies.
- Monitor market trends and economic conditions to make informed recommendations to clients.
- Ensure compliance with regulatory requirements and maintain accurate records of client interactions.
Job Requirements :
- 2-8 years of experience in the financial services industry as an Investment Advisor or Wealth Manager.
- Strong understanding of various types of investments including mutual funds, equities, bonds, etc. .
- Excellent communication skills for building robust relationships with clients.
- Ability to analyze complex data and make sound investment decisions.
📌 Digital Sales - MTF or Mutual funds products (Mumbai Suburban)
🏢 Naukri Assist
📍 Mumbai Suburban
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